SAM
AIZ icon

Smartleaf Asset Management’s Assurant AIZ Stock Holding History

Smartleaf Asset Management’s Portfolio AIZ Stock Details AIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$34.4K Buy
159
+5
+3% +$1.14K ﹤0.01% 1667
2025
Q4 		$37.3K Buy
154
+5
+3% +$1.12K ﹤0.01% 1692
2025
Q3 		$32K Buy
149
+59
+66% +$12K ﹤0.01% 1606
2025
Q2 		$17.7K Sell
90
-48
-35% -$9.43K ﹤0.01% 1603
2025
Q1 		$28.5K Buy
138
+4
+3% +$835 ﹤0.01% 1427
2024
Q4 		$28.4K Buy
134
+75
+127% +$15.6K ﹤0.01% 1459
2024
Q3 		$11.8K Buy
59
+18
+44% +$3.28K ﹤0.01% 1660
2024
Q2 		$6.86K Buy
41
+16
+64% +$2.78K ﹤0.01% 1633
2024
Q1 		$4.68K Buy
25
+12
+92% +$2.09K ﹤0.01% 1237
2023
Q4 		$2.18K Buy
+13
New +$2.07K ﹤0.01% 953

Other funds holding AIZ

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return